June 1, 2017

401(k) Rollovers to IRAs

By Fred Reish and Joan M. Neri

Fred Reish and Joan Neri co-authored an article for PlanAdviser magazine discussing the impact of the DOL fiduciary rule delay on 401(k) plan rollovers.

Specifically, the article explains that rollover recommendations, considered fiduciary advice under the rule, require a prudent process and will, in most instances, require an exemption from the prohibited transaction rules.

Read “401(k) Rollovers to IRAs.”

Full Article

Related Legal Services

Related Industries

The Faegre Baker Daniels website uses cookies to make your browsing experience as useful as possible. In order to have the full site experience, keep cookies enabled on your web browser. By browsing our site with cookies enabled, you are agreeing to their use. Review Faegre Baker Daniels' cookies information for more details.